Lonsec Listed Managed Portfolios now available via IPL

Lonsec Listed Managed Portfolios now available via IPL

The Lonsec Listed Managed Portfolios are now available via IPL’s Individual Managed Account (IMA) service, so you and your clients can benefit from the investment expertise of both Lonsec and IPL.

Implemented Portfolios (IPL) started in 2010, with a desire to see the relationships between advisers and clients develop and flourish. Our mission is to help advisers break free from the pure “investment manager” mould and step deeper into the role they were designed to do – helping their clients live their best lives.

In August 2022, Lonsec acquired IPL to join the Lonsec Group. The acquisition has enabled Lonsec to further meet the changing needs of advisers, by offering bespoke solutions to high net wealth individuals and affluent retail clients.

Visit Implemented Portfolios (IPL)

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Complete the form below to find out more.

About the Lonsec Listed Managed Portfolios

Designed for investors seeking a portfolio of listed securities, the Lonsec Listed Managed Portfolios reflect Lonsec’s best investment ideas and combine dynamic asset allocation with our active approach to investment selection. The portfolios leverage our extensive research capabilities and invest in ASX listed securities and Exchange Traded Funds (ETFs) that are rated Recommended and higher by Lonsec Research.

Utilising Lonsec Listed Managed Portfolios via the IPL IMA service provides you and your clients with the flexibility to tailor clients’ investments based on their individual preferences and have their portfolio implemented and managed in collaboration with IPL’s experienced Portfolio Implementation Managers. With both the managed portfolio and the IMA service, we streamline the process for you and save you time.

Download the Lonsec Listed IMA Brochure

Why use IPL’s Individually Managed Account

The aim of the IMA service is to provide flexibility and efficiency to you and your clients when managing individual portfolios. Advisers and investors utilising the Lonsec Listed Managed Portfolios within the IPL IMA service benefit from the below inclusions.

Experienced team

Easy to adopt model portfolios, implemented and managed in collaboration with you, by IPL’s trusted and experienced Portfolio Implementation Managers.

Tailored investments

The ability to tailor investments according to individual client preferences.

Regular updates

Regular economic and investment commentary to your clients delivered by IPL on your behalf.

Benefits to your practice

Greater efficiency

Reduce time associated with the day-to-day operations of investment management, allowing you to concentrate on providing valuable strategic advice to your clients or growing your business.

Gain back more time

Investing via the IPL IMA saves advisers approximately 22.4 hours per week*
*According to an independent study conducted by Investment Trends in 2017.

Best interest duty

Avoid potential conflicts of interest and support your best interest duty by utilising our highly individualised IMA service, which is delivered by a team of experienced portfolio implementation managers who remodel and manage your clients’ portfolios.

Access household names

All holdings within the managed portfolios are fully listed on the ASX, including ETFs and direct equities holdings of household names from the ASX 200.

Active portfolio management

The managed portfolios use a dynamic portfolio management approach to achieve investment objectives and manage downside risk.

Proven track record

The managed portfolios have 10 years + track record, with performance in the top quartile of the benchmark.

Lonsec Investment philosophy

The Lonsec Managed Portfolios reflect our best investment ideas, incorporating dynamic asset allocation combined with an active approach to investment selection.

Dynamic approach

A dynamic approach to portfolio management to achieve investment objectives while managing downside risk.

High quality investments

Only invests in high quality products that have been rated Recommended or higher by our research team.

Risk management

Strong risk management culture supported by a rigorous governance process.

Diversification

Diversified approach to portfolio construction to reduce risk and offer different sources of income and growth.

Find out more about our investment philosophy

Find out more

Complete the form below to find out how we can partner with you to create better investment outcomes for your clients.

Call us on 1300 826 395 or email info@lonsec.com.au.

Contact us

Our team is available to discuss how we can partner with you to empower your investment decisions.

Lonsec Sydney
Level 39, 25 Martin Place, Sydney NSW 2000

Lonsec Melbourne
Level 33, 120 Collins Street, Melbourne VIC 3000

Lonsec Adelaide
Suite 3, Level 2, 12 Pirie Street, Adelaide SA 5000

Phone: 1300 826 395 | Email: info@lonsec.com.au

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